Vantage Financial Partners (Wisconsin)’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,216	Closed	-$315K	–	202
2024 Q3	$315K	Sell	2,216 -1,368	-38%	-$194K	0.08%	138
2024 Q2	$456K	Buy	3,584 +80	+2%	+$10.2K	0.12%	93
2024 Q1	$460K	Sell	3,504 -121	-3%	-$15.9K	0.12%	86
2023 Q4	$453K	Buy	+3,625	New	+$453K	0.13%	76